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Financial Planning in Richmond, Surrey

Help making complex finances simple

If you’re a mid-career executive, your pension and financial arrangements may well be complex. You could have built up a number of pensions from different employers over time, for example, together with investments in a range of funds.

Your biggest concern will be knowing whether you have planned adequately for your future and if not, what steps you need to take to meet your long term financial objectives.

Simplifying finances for individuals across Surrey

By taking the time to understand your financial position fully and completely, we can develop a financial plan. Firstly, we will evaluate whether you are saving enough towards your retirement, and recommend alternatives if not. Secondly, we will consider how the changes in tax legislation, company pension schemes and the emergence of Self Invested Personal Pensions (SIPPs) will affect you. Thirdly, we will demonstrate how your investment portfolio can be simplified, if necessary, so that you gain a clear picture of your finances.

Minimise the impact of tax legislation

Understanding the impact of tax on a client’s finances is essential. At Tower Hill Associates, we have devoted considerable resources keeping up to date with the new legislation and developing financial plans that minimise tax impact.

Advice on Self Invested Personal Pensions (SIPPS)

With the new, more flexible pension rules, Self Invested Personal Pensions (SIPPs) will become more popular. While there are limits placed on total fund sizes, the rules do allow company and personal pensions to co-exist for the first time. We have extensive experience of SIPPs and can advise on whether one is appropriate for you.

To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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